Civic Intelligence

Affinity Financial Advisory LLC

Plan context: Affinity Financial Advisory 401K Profit Sharing Plan

EIN 43-1992211 • Allen Park, MI • 15 filings • 3 plans

7300 Park AvenueAllen Park, MI 48101
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,687,537

2024 Contributions

$100,500

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,687,537$843,769$0200920162024YearValue
$1,687,537Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

320200920162024YearValue
3Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202413$1,687,537$100,500$33,500iApproximate average salary by contribution assumption: employee only about $837,500 at 4% or $558,333 at 6%; with 50% employer match about $558,333 at 4% or $372,222 at 6%; with 100% employer match about $418,750 at 4% or $279,167 at 6%.
Affinity Financial Advisory 401K Profit Sharing Plan-3$1,687,537$100,500$33,500iApproximate average salary by contribution assumption: employee only about $837,500 at 4% or $558,333 at 6%; with 50% employer match about $558,333 at 4% or $372,222 at 6%; with 100% employer match about $418,750 at 4% or $279,167 at 6%.
202313$1,442,589$97,500$32,500iApproximate average salary by contribution assumption: employee only about $812,500 at 4% or $541,667 at 6%; with 50% employer match about $541,667 at 4% or $361,111 at 6%; with 100% employer match about $406,250 at 4% or $270,833 at 6%.
Affinity Financial Advisory 401K Profit Sharing Plan-3$1,442,589$97,500$32,500iApproximate average salary by contribution assumption: employee only about $812,500 at 4% or $541,667 at 6%; with 50% employer match about $541,667 at 4% or $361,111 at 6%; with 100% employer match about $406,250 at 4% or $270,833 at 6%.
202213$1,159,423$61,000$20,333iApproximate average salary by contribution assumption: employee only about $508,333 at 4% or $338,889 at 6%; with 50% employer match about $338,889 at 4% or $225,926 at 6%; with 100% employer match about $254,167 at 4% or $169,444 at 6%.
Affinity Financial Advisory 401K Profit Sharing Plan-3$1,159,423$61,000$20,333iApproximate average salary by contribution assumption: employee only about $508,333 at 4% or $338,889 at 6%; with 50% employer match about $338,889 at 4% or $225,926 at 6%; with 100% employer match about $254,167 at 4% or $169,444 at 6%.
202113$1,280,185$60,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Affinity Financial Advisory 401K Profit Sharing Plan-3$1,280,185$60,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
201912$1,157,705$59,000$29,500iApproximate average salary by contribution assumption: employee only about $737,500 at 4% or $491,667 at 6%; with 50% employer match about $491,667 at 4% or $327,778 at 6%; with 100% employer match about $368,750 at 4% or $245,833 at 6%.
Affinity Financial Advisory 401K Profit Sharing Plan-2$1,157,705$59,000$29,500iApproximate average salary by contribution assumption: employee only about $737,500 at 4% or $491,667 at 6%; with 50% employer match about $491,667 at 4% or $327,778 at 6%; with 100% employer match about $368,750 at 4% or $245,833 at 6%.
201812$874,762$36,088$18,044iApproximate average salary by contribution assumption: employee only about $451,100 at 4% or $300,733 at 6%; with 50% employer match about $300,733 at 4% or $200,489 at 6%; with 100% employer match about $225,550 at 4% or $150,367 at 6%.
Affinity Financial Advisory 401K Profit Sharing Plan-2$874,762$36,088$18,044iApproximate average salary by contribution assumption: employee only about $451,100 at 4% or $300,733 at 6%; with 50% employer match about $300,733 at 4% or $200,489 at 6%; with 100% employer match about $225,550 at 4% or $150,367 at 6%.
201712$938,896$5,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
Affinity Financial Advisory 401K Profit Sharing Plan-2$938,896$5,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
201612$791,107$38,280$19,140iApproximate average salary by contribution assumption: employee only about $478,500 at 4% or $319,000 at 6%; with 50% employer match about $319,000 at 4% or $212,667 at 6%; with 100% employer match about $239,250 at 4% or $159,500 at 6%.
Affinity Financial Advisory 401K Profit Sharing Plan-2$791,107$38,280$19,140iApproximate average salary by contribution assumption: employee only about $478,500 at 4% or $319,000 at 6%; with 50% employer match about $319,000 at 4% or $212,667 at 6%; with 100% employer match about $239,250 at 4% or $159,500 at 6%.
201512$737,468$39,180$19,590iApproximate average salary by contribution assumption: employee only about $489,750 at 4% or $326,500 at 6%; with 50% employer match about $326,500 at 4% or $217,667 at 6%; with 100% employer match about $244,875 at 4% or $163,250 at 6%.
Affinity Financial Advisory 401K Profit Sharing Plan-2$737,468$39,180$19,590iApproximate average salary by contribution assumption: employee only about $489,750 at 4% or $326,500 at 6%; with 50% employer match about $326,500 at 4% or $217,667 at 6%; with 100% employer match about $244,875 at 4% or $163,250 at 6%.
201412$732,865$40,443$20,222iApproximate average salary by contribution assumption: employee only about $505,538 at 4% or $337,025 at 6%; with 50% employer match about $337,025 at 4% or $224,683 at 6%; with 100% employer match about $252,769 at 4% or $168,513 at 6%.
Affinity Financial Advisory 401K Profit Sharing Plan-2$732,865$40,443$20,222iApproximate average salary by contribution assumption: employee only about $505,538 at 4% or $337,025 at 6%; with 50% employer match about $337,025 at 4% or $224,683 at 6%; with 100% employer match about $252,769 at 4% or $168,513 at 6%.
201312$604,903$28,169$14,085iApproximate average salary by contribution assumption: employee only about $352,113 at 4% or $234,742 at 6%; with 50% employer match about $234,742 at 4% or $156,494 at 6%; with 100% employer match about $176,056 at 4% or $117,371 at 6%.
Affinity Financial Advisory 401K Profit Sharing Plan-2$604,903$28,169$14,085iApproximate average salary by contribution assumption: employee only about $352,113 at 4% or $234,742 at 6%; with 50% employer match about $234,742 at 4% or $156,494 at 6%; with 100% employer match about $176,056 at 4% or $117,371 at 6%.
201212$452,197$36,020$18,010iApproximate average salary by contribution assumption: employee only about $450,250 at 4% or $300,167 at 6%; with 50% employer match about $300,167 at 4% or $200,111 at 6%; with 100% employer match about $225,125 at 4% or $150,083 at 6%.
Affinity Financial Advisory 401K Profit Sharing Plan-2$452,197$36,020$18,010iApproximate average salary by contribution assumption: employee only about $450,250 at 4% or $300,167 at 6%; with 50% employer match about $300,167 at 4% or $200,111 at 6%; with 100% employer match about $225,125 at 4% or $150,083 at 6%.
201112$362,320$32,100$16,050iApproximate average salary by contribution assumption: employee only about $401,250 at 4% or $267,500 at 6%; with 50% employer match about $267,500 at 4% or $178,333 at 6%; with 100% employer match about $200,625 at 4% or $133,750 at 6%.
Affinity Financial Advisory 401K Profit Sharing Plan-2$362,320$32,100$16,050iApproximate average salary by contribution assumption: employee only about $401,250 at 4% or $267,500 at 6%; with 50% employer match about $267,500 at 4% or $178,333 at 6%; with 100% employer match about $200,625 at 4% or $133,750 at 6%.
201012$359,569$40,505$20,253iApproximate average salary by contribution assumption: employee only about $506,313 at 4% or $337,542 at 6%; with 50% employer match about $337,542 at 4% or $225,028 at 6%; with 100% employer match about $253,156 at 4% or $168,771 at 6%.
Affinity Financial Advisory 401K Profit Sharing Plan-2$359,569$40,505$20,253iApproximate average salary by contribution assumption: employee only about $506,313 at 4% or $337,542 at 6%; with 50% employer match about $337,542 at 4% or $225,028 at 6%; with 100% employer match about $253,156 at 4% or $168,771 at 6%.
200912$267,383$30,815$15,408iApproximate average salary by contribution assumption: employee only about $385,188 at 4% or $256,792 at 6%; with 50% employer match about $256,792 at 4% or $171,194 at 6%; with 100% employer match about $192,594 at 4% or $128,396 at 6%.
Affinity Financial Advisory 401K Profit Sharing Plan-2$267,383$30,815$15,408iApproximate average salary by contribution assumption: employee only about $385,188 at 4% or $256,792 at 6%; with 50% employer match about $256,792 at 4% or $171,194 at 6%; with 100% employer match about $192,594 at 4% or $128,396 at 6%.